See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,504 | $95,971-69.3% | $74,550-60.4% | $135,375-78.2% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -3.07% | 56.96%-60.0pp | 32.53%-35.6pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,343 | $2,716-13.8% | $1,961+19.5% | $4,779-51.0% |
| Participant deferral / active EE | $2,015 | $3,843-47.6% | $3,108-35.2% | $5,609-64.1% |
| Admin fee / account holder | $31,214 | $6,522+378.6% | $5,060+516.9% | $10,827+188.3% |